Jay A. Goldberg

About Jay A. Goldberg

Jay Goldberg works closely with his clients in risk management, wealth accumulation, retirement and estate planning strategies. He believes strongly in offering personalized customer service. That means listening to his clients, to ensure that their individual needs and goals are met. In 1985, upon graduation from the University of Hartford, with a BS in Economics & Finance, Jay launched his gratifying career in financial services as an associate with The Equitable Life Assurance Society as part of the Fitzpatrick Agency in West Orange, New Jersey. In 2001, he moved to Woodbridge, NJ to join the Woodbridge Branch of Axa Advisor\'s, where he embarked on a collaborative, client-focused partnership with a select group of colleagues. By creating an arrangement where each team member contributes specific expertise and experience, the partnership helps each client attain his or her goals and objectives. Jay holds the following licenses: Series 6,7,63,65 and 24 as well as Life and Health licenses in several states. He resides in Monmouth County, NJ with his wife and two sons.Specialties: Retirement Planning, investment advice, financial planning, insurance planning, estate planning strategies

Experience

1. Financial Consultant

   Equitable Advisors

   Jan 2020 — Present

Education

• University of Hartford

  BA

  1981 — 1985

Skills

• Financial Advisory
• Estate Planning
• Financial Services
• Management
• Asset Allocation Strategies
• Retirement Planning
• Estate Planning Strategies
• Asset Management
• Financial Advisory Services